Ever Source Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 528 shares of FNDE stock, worth $19,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
528
Previous 528 -0.0%
Holding current value
$19,763
Previous $17,000 11.76%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$28.11 - $32.0 $8,404 - $9,568
299 Added 130.57%
528 $16,000
Q4 2024

Feb 07, 2025
BUY
$28.89 - $33.95 $6,615 - $7,774
229 New
229 $6,000
Q4 2023

Feb 09, 2024
BUY
$25.33 - $27.18 $3,748 - $4,022
148 Added 81.77%
329 $8,000
Q3 2023

Nov 03, 2023
BUY
$26.05 - $28.35 $3,021 - $3,288
116 Added 178.46%
181 $4,000
Q2 2023

Aug 04, 2023
BUY
$25.72 - $27.75 $1,671 - $1,803
65 New
65 $1,000

Others Institutions Holding FNDE

# of Institutions
434
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
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